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Moss Adams Wealth Advisors’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

Moss Adams Wealth Advisors’s Portfolio XTN Stock Details XTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-46,600
Closed -$3.84M – 222
2024
Q3 		$3.84M Buy
+46,600
New +$3.64M 0.42% 21

Other funds holding XTN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Moss Adams Wealth Advisors's XTN Position: Q4 2024 in Review

Moss Adams Wealth Advisors sold out of State Street SPDR S&P Transportation ETF (XTN) in Q4 2024, closing a stake of 46,600 shares — an estimated $3.84M sold.

Moss Adams Wealth Advisors first reported a position in XTN in Q3 2024 and held it in 1 quarter. The position peaked at $3.84M in Q3 2024. 85 funds tracked by Wall St. Rank hold XTN as of Q4 2024.

  • Moss Adams Wealth Advisors reported no remaining State Street SPDR S&P Transportation ETF position as of Q4 2024 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 46,600 State Street SPDR S&P Transportation ETF shares in Q4 2024, an estimated $3.84M.
  • Moss Adams Wealth Advisors first reported a position in State Street SPDR S&P Transportation ETF in Q3 2024 and held it in 1 quarter.
  • Moss Adams Wealth Advisors's State Street SPDR S&P Transportation ETF position peaked at $3.84M in Q3 2024.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q4 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.